See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,510 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,858 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $13,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,809 | $54,193+15.9% | $93,606-32.9% | $77,643-19.1% |
| Participation rate | 81.7% | 63.9%+17.7pp | 68.7%+13.0pp | 70.6%+11.1pp |
| Annual return | 13.09% | 30.54%-17.5pp | 133.20%-120.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,315 | $1,168+12.6% | $2,420-45.7% | $2,726-51.8% |
| Participant deferral / active EE | $5,564 | $3,144+77.0% | $4,411+26.1% | $4,647+19.7% |
| Admin fee / account holder | $266 | $576-53.8% | $8,285-96.8% | $430-38.2% |